Before March 1, everyone who collected benefits from ZUS in 2022 should receive a package with a tax declaration from the postman. Importantly, it is also available online on the PUE ZUS portal. To be able to see it, you need to log in to your individual profile. Depending on the benefits paid, pensioners can receive three different declarations. How are they different and which should be accounted for?
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Who will receive PIT-40A? In these cases, you do not have to file a statement
People who received benefits from the -u at least once last year will receive tax returns to be settled from February 15 to May 2. It turns out that in some cases retirees do not have to do anything. According to , PIT-40A will go to:
- old-age and disability pensioners who received the benefit throughout the calendar year, and their settlement does not show the amount of overpayment, only underpayment, or equal to zero zlotys,
- persons who benefited from a social pension, pre-retirement benefit or allowance, teaching allowance or compensatory benefit,
- non-residents living in other countries with which Poland has signed a double taxation agreement with a separate tax rate for pension benefits obtained in our country.
Importantly, as we can read on the website, if you have received PIT-40A and have not obtained other income taxed according to the tax scale, you do not use tax reliefs, you do not file jointly with your spouse or you do not settle as a single parent, you don’t have to testify. However, if this was not the case, you should submit PIT-37 or PIT-36.
PIT-11A and PIT-11. Who will receive them and do you have to settle them yourself?
What about PIT-11A? It will be given to persons who received a pension throughout the year, and the amount of the overpayment results from its settlement. They can submit the PIT-37 tax return to the tax office on their own, or wait until May 2. At that time, the tax return prepared in e-PIT will be . The office has 45 days from the submission of the application to return the overpayment.
PIT-11 will be granted to persons who received a survivor’s benefit or alimony deducted from the ZUS benefit in 2022, which were collected on the basis of a settlement or a court judgment.
Source: Gazeta
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